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I've had 2 head scratchers ever since losing support at $2. Anything below that means there is no future valuation of the company and none of there relationships have value. Second, they just continue building value through new MOUs, executing projects, Significant added Recurring revenue, expansion, massive growth in public involvement, and constant growth in demand, approval and policy support globally for their technologies. It makes absolutely zero sense for the share price to be under $2. NONE! In fact 3 to $4 is still cheap. Anywhere between 5 and $10 would make perfect sense.
Thanks, got the date right and low end $ amount but time frame of agreement doesn't pair well with $27M. Although that is the minimum. And I'm confident it will be amended long before that to something bigger. As long as Porthos goes smoothly and efficiency is sufficient.
Typo on 1st post, minimum of $27M through 2026. MINIMUM is key
8k as suggested, for minimum I suggested but longer term. I thought anything beyond 2024 would be a larger amount for sure, but $27M isn't trivial when the annual income only averages $130M 2 consecutive years. I thought base line was $10M to end of year. I'm confident this new JDA will develop into more well before end of 25 but possibly by end of year. I believe this is a negotiation tactic by both parties. Look at 2019 $10M agreement which was changed several months later from $10M non-exclusive to $60M exclusive.
Exxonmobil extended through December 2026 for MINIMUM of $17M, $10M a year with increased rate for engineers. PORTHOS still a go and FCEL can solicit sales without Exxonmobil.
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000886128/c632024f-dc55-4c55-b83c-41545ce1c7ce.pdf
Hell yes, in other words
You couldn't, but if you could I would. Only 10M shares a day are trading. And even slapping the ask and running it up you wouldn't get 225M shares. That purchase would not be able to be done buying shares retail it would be with attorneys and through different circumstances than I am privy to. And would take a while. And that's never going to happen. That's part of the reason for 500M shares additional for future offerings. So there can't be a takeover. I'll guarantee Few would increase his holdings as would others to prevent such hostile takeover. If that could happen, it would have already. Exxonmobil most obviously
🆕 #WordoftheWeek Carbon Capture pic.twitter.com/yawxW59ild
— DOE Fossil Energy and Carbon Management (@FECMgov) April 3, 2024
SK almost a lock for fiscal year, hopefully Q2 or Q3 at latest
HUUUGE statement from Vijay! $20 Trillion market that needs to go from Lab to Scale through collaboration, STREAMLINING the process. EXXONMOBIL wants to move swiftly now. If not Already agreed upon (8k incoming within 48 hours), by end of year we get a LARGE $ agreement!
https://www.linkedin.com/posts/dr-vijay-swarup-120a95159_exxonmobil-sxsw2024-sxsw-activity-7181289411261706241-xSEj?utm_source=share&utm_medium=member_android
Definitely some decent sized moves at open, 900k shares within 1 minute then only 500K more in next 15 minutes. Watch when volume picks up, that's when something is going in and 90+% of the time, that's when the SP ascends quickly! TICK TOCK!!!
How'd you like that volume yesterday? Joke! No one is selling at these prices except day traders, swingers and shorts trying to create false activity and steel shares at lowest possible prices. Material event already occured by Easter, so filing deadline is tomorrow, I believe. Unless they signed on Monday as the last day of March was a weekend and holiday, then it would be Friday. Either way, we hear within 56 hours at the very latest. I'm thinking 8k by 8am Thursday 4/4! TICK TOCK!! Only 53k shares premarket but big volume after the open, over 900k shares 1st minute!
Not only are we very involved in Canada we also own a subsidiary and have very influential board members from Canada. We already have a $6.8M award for a CCS project too.
https://www.linkedin.com/posts/ucalgary_ucalgary-ugcPost-7171170767810879490-AafN?utm_source=share&utm_medium=member_android
ANDY might want to use SEC disclosure requirements, cut back the enthusiastic optimism and not schmooze over problems. I recall comment about profitable in early 2024, then pushing back to later in 2024 after 1st announcing supply delays. My comment was "I can't wait to see that"!
https://www.businesswire.com/news/home/20240402145161/en/PLUG-INVESTOR-ALERT-Bronstein-Gewirtz-Grossman-LLC-Announces-that-Plug-Power-Inc.-Investors-with-Substantial-Losses-Have-Opportunity-to-Lead-Class-Action-Lawsuit%21
From Exxonmobil web site
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://corporate.exxonmobil.com/-/media/global/files/carbon-capture-and-storage/fuel-cell-infographic_downloadable.pdf&ved=2ahUKEwinq_3vgaWFAxUyF1kFHRtxBmkQFnoECBkQAQ&usg=AOvVaw0KaRJjyu2CeTge_lwwyhT6
Pathways alliance
https://www.linkedin.com/posts/carbon-capture-canada_pathways-alliance-begins-filing-regulatory-activity-7181057717095075840-Zkvw?utm_source=share&utm_medium=member_android
In my eyes I played it almost perfect on the way up and leading to it. I added 15% in the 2 months leading into November 2020 blast off. Sold 500 share increments after passing $3.50. ultimately ended up selling those shares plus an extra 5%. Was only planning to sell the 15% additional I added but couldn't resist selling some at $20 and $27. My mistake was believing it wouldn't decline much after Few bought at $17.99. then I continued buying back, including cashing shares to buy options. No way it can drop more than 2 straight years right, especially with Trillions of dollars in policy support globally for our tech and an over abundance of ++ developments within the company. Makes no sense whatsoever, unless someone has a clearer perspective on how shorting and stock manipulation work and how fundamentals don't matter when that's occuring.
Retraction, and apology to longs. I was looking at all 4 and the news this am, and The $21 target was BE not BLDP. I'm not in Ballard but that was exciting. Bummer.
You'll be very happy in the long run if not this week
https://endeavor.omeclk.com/portal/wts/ug%5Ec%7C9ehwf7ae%7CyTqqjCE0kvehrDv7n%7Cbe83aF0CnngneesjPcEF2PPyPqr%7CCqkBEOtr9ra
https://lnks.gd/l/eyJhbGciOiJIUzI1NiJ9.eyJidWxsZXRpbl9saW5rX2lkIjoxMDAsInVyaSI6ImJwMjpjbGljayIsInVybCI6Imh0dHBzOi8vY29udGVudC5nb3ZkZWxpdmVyeS5jb20vYWNjb3VudHMvVVNET0VPRkUvYnVsbGV0aW5zLzM5M2I4ZDYiLCJidWxsZXRpbl9pZCI6IjIwMjQwNDAxLjkyNjc3NjIxIn0.vFtjmPUq3kNbtXl_lVbbunhW2ojWwKmUoiTj52I7EyU/s/3083844308/br/239914447316-l
https://cm.h2-view.com/t/t-l-etyjhik-tlttwkidr-k/
NOW, RIGHT NOW! While people are jumping to Ballard with New $21 price target and before Exxonmobil news! NOW! Don't say you weren't warned!
Flippers and day traders feasting today. Many followers watching all fuel cell stocks. Look like they are selling plug, Bloom and Fuelcell to jump on Ballard. Same will happen with Fuelcell and likely no later than Friday. New Analyst initiated coverage on Ballard with $21 target
Ballard had really good news. Largest order in company history. Heavier volume than Plug currently. Stable market we should have a couple good days. Then Exxonmobil update BY Friday! BY means could be any moment! BLDP up over 10% 8:23am
More official PR company developments in the past 1 year than any previous 5 years and UNPRECEDENTED monetary policy support globally for FCE proven patented technologies with just as many company developments not official. Exxonmobil update EXPECTED any day, WITHIN 1 WEEK!
2024 FCE has amended JDA numerous times and NEVER filed an 8K to let us know they were in discussions to amend ahead of time! TICK TOCK!
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000886128/c8d38542-a1b5-4202-934f-3563d5250b52.pdf
2023 Significant Developments
Exxonmobil project
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2023/ExxonMobil-to-Build-CCS-Pilot-Plant-with-FuelCell-EnergyUsing-Carbonate-Fuel-Cell-Technology/default.aspx&ved=2ahUKEwiApIDuw5yFAxUvF1kFHbzIBL4QFnoECAgQAQ&usg=AOvVaw2Nq5N5wOdO5AHcR24baVWS
December 2023, diligently managing finances
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-Closes-Tax-Equity-Financings-with-Group-1001-and-Franklin-Park-forTri-gen-Project-and-Derby-Connecticut-Fuel-Cell-Park/default.aspx?__hstc=24013477.3aa98266d6d505337f50666288ba8a67.1709415923088.1711511515538.1711819437000.14&__hssc=24013477.5.1711819437000&__hsfp=1945647096
All October 2023
Bay Hydrogen Hub EDF Heidelberg and FCE
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-Electrolyzer-to-be-used-in-UK-Hydrogen-and-Nuclear-Study/default.aspx?__hstc=24013477.3aa98266d6d505337f50666288ba8a67.1709415923088.1711511515538.1711819437000.14&__hssc=24013477.1.1711819437000&__hsfp=1945647096
Kinectrics, Bruce Power, FCE
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-Low-Carbon-Hydrogen-Project-with-Kinectrics-and-Bruce-Power-Awarded-IESO-Hydrogen-Innovation-Fund-to-Further-Technologies-and-Grid-Flexibility/default.aspx?__hstc=24013477.3aa98266d6d505337f50666288ba8a67.1709415923088.1711511515538.1711819437000.14&__hssc=24013477.1.1711819437000&__hsfp=1945647096
Oando and FCE
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy--Oando-Sign-MOU-for-Large-Scale-Green-Hydrogen-and-Low-Carbon-Energy-Production-in-Africa/default.aspx?__hstc=24013477.3aa98266d6d505337f50666288ba8a67.1709415923088.1711511515538.1711819437000.14&__hssc=24013477.1.1711819437000&__hsfp=1945647096
Sept 2023 Toyota
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-and-Toyota-Announce-Completion-of-Worlds-First-Tri-gen-Production-System/default.aspx?__hstc=24013477.3aa98266d6d505337f50666288ba8a67.1709415923088.1711511515538.1711819437000.14&__hssc=24013477.1.1711819437000&__hsfp=1945647096
Always managing finances
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-Announces-Debt-Financing-for-its-Naval-Submarine-Base-Microgrid-Ready-Project/default.aspx?__hstc=24013477.3aa98266d6d505337f50666288ba8a67.1709415923088.1711511515538.1711819437000.14&__hssc=24013477.1.1711819437000&__hsfp=1945647096
Managing finances
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-Secures-87MM-in-Project-Financing/default.aspx?__hstc=24013477.3aa98266d6d505337f50666288ba8a67.1709415923088.1711511515538.1711819437000.14&__hssc=24013477.3.1711819437000&__hsfp=1945647096
July South Korea, Big $ coming
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-Strengthens-Presence-in-Korean-Market-and-Supports-Existing-Installed-Customer-Base/default.aspx?__hstc=24013477.3aa98266d6d505337f50666288ba8a67.1709415923088.1711511515538.1711819437000.14&__hssc=24013477.1.1711819437000&__hsfp=1945647096
May 2023 Chart
Chart Industries and FCE
https://carbonherald.com/chart-industries-fuelcell-energy-sign-decarbonization-and-hydrogen-deal/
MHB then and now
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-to-Collaborate-with-MHB-to-Deliver-Solid-Oxide-Electrolyzers-for-Large-Scale-Green-Hydrogen-Production/default.aspx?__hstc=24013477.3aa98266d6d505337f50666288ba8a67.1709415923088.1711511515538.1711819437000.14&__hssc=24013477.3.1711819437000&__hsfp=1945647096
Now, moving forward
https://www.linkedin.com/posts/fuelcell-energy_mmhe-mhb-otcasia2024-activity-7168289396465610752-fOVM?utm_source=share&utm_medium=member_android
Chart Industries (GTLS)
?
Source: petrmalinak / Shutt anderstock
A champion for sustainable a sustainable future, Chart Industries (NYSE:GTLS) is a leader in engineered services for clean energy.
Chart Industries’ main cryo tank solutions and heat transfer systems segments play a big role in the hydrogen market. The solutions provide storage, distribution, and application solutions for various hydrocarbons and industrial gases and supply equipment for hydrocarbon and gas separation, liquefaction, and purification.
Newsweek recognizes Chart Industry’s commitment to ESG and social responsibility, earning it a spot in the periodical’s list of America’s most responsible companies in 2024.
GTLS reported strong full-year results for 2023. Sales reached $3.35 billion, representing a near 108% growth from the $1.61 billion it reported in fiscal year 2022. Net income attributable to the company also accelerated from $24 million to $47.3 million in fiscal year 2023.
Furthermore, Chart Industries reported accelerated spending in 2023 due to acquisitions and integrations. However, its recent integration with Howden helped the company exceed its cost synergy and achieve its commercial targets ahead of schedule.
For 2024, Chart Industries expects total sales growth of 28% to 37% and adjusted EBITDA growth of 52% to 68%. Its impressive growth numbers and optimistic outlook show the company has more than enough room for growth for value-hungry investors.
Chart & FCE
https://s21.q4cdn.com/256256048/files/doc_news/FuelCell-Energy-and-Chart-Industries-to-Collaborate-on-Decarbonization-and-Hydrogen-Technologies-2023.pdf
https://www.chartindustries.com/News-And-Events/FuelCell-Energy-collaboration
FCE yet another Patent
https://www.google.com/url?rct=j&sa=t&url=https://www.power-technology.com/data-insights/fuelcell-energy-gets-grant-for-method-for-operating-molten-carbonate-fuel-cell-with-increased-electrolyte/&ct=ga&cd=CAEYACoUMTEyODU1NTczNzczODY5Mjk3NDkyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw2sXrQE51I-RWYvZcGXMRnn
India moving to SMR, hm, more future potential!
https://timesofindia.indiatimes.com/business/india-business/investing-in-indias-future-with-modular-reactors-an-indicator-ofsustainable-energy-development-kaustubh-laturkar/articleshow/108869396.cms
Heavy duty vehicle tailpipe updates, more $ potential for FCEL future, Trigeneration
https://www.reuters.com/business/autos-transportation/us-finalizes-tougher-new-tailpipe-emissions-limits-heavy-duty-vehicles-2024-03-29/
Thanks WTM. Have a great holiday
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.exxonmobil.com/news-events/press-releases/detail/436/exxonmobil-and-fuelcell-energy-inc-pursue-novel&ved=2ahUKEwiesJnKw5iFAxUXD1kFHf6jDRwQFnoECBUQAQ&usg=AOvVaw3EWcwgqYUsUcvAbnRHuEW-
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.csis.org/events/role-carbonate-fuel-cells-carbon-capture-and-storage&ved=2ahUKEwiesJnKw5iFAxUXD1kFHf6jDRwQFnoECBcQAQ&usg=AOvVaw0S0NNDM--5pr9eRm0FPT7e
If successful!!! They've known since 2016 it was their best and most economic option. Was just a matter of taking each step and getting where they are now, and getting whatever they can from international policy support. Bears are going to look more than foolish by next year.
They've known since 2016 this was a great opportunity and a great partnership. Exxonmobil was well aware of it. They've been waiting till the world was ready and demanding the technology basically so they can make it profitably. Read very closely for those unsure or in denial.
https://corporate.exxonmobil.com/what-we-do/delivering-industrial-solutions/carbon-capture-and-storage/advanced-carbonate-fuel-cell-technology-in-carbon-capture-and-storage#Carbonatefuelcelltechnologybetterefficiencymorepowerandlesscarbondioxide
Ideally that moment's notice is afterhours when the shorts are loaded and there's massive news resulting in a halt pre-market the following open. And they are scrambling to cover with but orders having to be placed without pricing to make sure you get some. RAOTFLMFAO
Institutions own somewhere around 47% I believe. It's almost impossible to go against the institutions. Institutions are smart enough to understand The board is very diverse experienced and intelligent. The top companies in the world reward their employees nicely. You can't stop the mosquitoes permanently, Just like you can't stop shorters day traders and swingers. There's also no stopping this company from succeeding, at some points shorts are going to have to cover or try to cover fuel cell stocks will be in favor and fuel cell energy will be the best. I think anyone doing their diligence already understands Fuelcell is the most diverse proven company out there, They just haven't pushed sales as aggressively And why should they. 1st off, their main technology until the last 12 months was only available in megawatt scale, limiting the customer base and making the process lengthier. That's no longer the case hence the shift in focus and Cap Ex about 2 years ago. Cost of the product is much cheaper, much less bureaucracy to slow down the process because you're not necessarily selling to a municipality, county city state etc. And there is a major expansion in customer base. They also had to wait until they had the research to market the product as proven and one of if not the best. All these things need to be done systematically as you are aware of. When is the right time to hire If you're not ready to market. If you're not ready to market why expand production. They put the pedal to the metal in the last 6 to 12 months. It's my understanding the Canadian manufacturing facility will be up to 40 megawatts a year by the end of this year And they will at least have identified the location and planned construction of the 400 megawatt manufacturing facility in the United States. Since the policies and incentives are not crystal clear in favorable just yet, seems to me as though the timing was almost perfect. After all you don't want to boost cap-X and not be able to make revenue from it relatively quickly. Otherwise you end up with a going concern like plug power.
Closed up highest percentage of all the fuel cell stocks and was the only one that hit average volume. Obviously nothing to brag about but there's reason for optimism.
8.2M shares traded @ 2.50pm. stalled around $1.20 and on good volume around 11am. I'm expecting a strong close at or near high of the day, hoping $1.22, on 12+M shares, so yes, around 4M in last 1 hour and 10 minutes. Next week could be VERY exciting. Have a great holiday weekend INVESTORS!! TICK TOCK!!
Volume slacked off since 11:00am, ish. Still likely to top the average but may not do anything impressive. Share price is still holding with the decrease in volume, which to me indicates still no one selling. Going to have to slap the ask if you want shares. Very good sign in my opinion. And also makes perfect sense, If you think about it, Just the cash value of the company exceeds the current share price when all things are considered. Just the recent 8K and the remote possibility of anything significant happening with Exxon Mobil is still not figured in the share price. Could easily be a double in 1 week, But with good enough news could be a halt And who knows how big of a percentage gain in one day. TICK TOCK! Anyone remember the halt with a 50% instant pop on just the $10M non exclusive agreement with Exxonmobil in 2019??
Yes, absolutely. Good stuff. There are a lot of different reasons fuel cells in general, But fuelcell energy particularly, are a very valuable necessity for the future. This opportunity is even bigger than I can really imagine if you look out 10 to 20 years. Think about Amazon or Google in their infancy, easily.
Maintaining above average volume hitting 4 million shares traded at 10:53 and up 2.6%. With news rolling in everyday supporting our technologies.
I'm certain ExxonMobil wants in on this with our tech.
https://www.energy.gov/eere/fuelcells/articles/department-energy-announces-6-billion-transform-americas-industrial-sector
$$$ pouring in sector
https://www.google.com/url?rct=j&sa=t&url=https://www.thecooldown.com/green-business/hydrogen-research-and-development-funding-us-government/&ct=ga&cd=CAEYASoSMjgwNTQ3ODg4MjQzNzc0MDEwMhozZjZjMTI4ZjIzMzRhODI4OmNvbTplbjpVUw&usg=AOvVaw1gtwHuWrxp35qK0H3d3HsG
https://www.google.com/url?rct=j&sa=t&url=https://www.altenergymag.com/news/2024/03/27/hydrogen-energy-storage-industry-future-growth-prospects/41701/&ct=ga&cd=CAEYBioSMjgwNTQ3ODg4MjQzNzc0MDEwMhozZjZjMTI4ZjIzMzRhODI4OmNvbTplbjpVUw&usg=AOvVaw227t22iXc8nje3KnSl85cg
Check out @CrazySociety message on Stocktwits http://stocktwits.com/CrazySociety/message/567644764
Nice, 2.8M and picking up possibly. Halt incoming???
2.2M shares at 10am vs less than 1M yesterday. Funny, I just saw a headline, Plug appears ready to break resistance, yet it's down fractionally while FCEL is up 1.5%. TICK TOCK!!!!